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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $211,156 | $209,336+0.9% | $197,124+7.1% | $137,256+53.8% |
| Participation rate | 25.0% | 87.3%-62.3pp | 86.7%-61.7pp | 80.0%-55.0pp |
| Annual return | 5.73% | 48.09%-42.4pp | 44.34%-38.6pp | 220.34%-214.6pp |
| Employer contribution / active EE | $753 | $6,591-88.6% | $6,227-87.9% | $4,156-81.9% |
| Participant deferral / active EE | $7,625 | $9,614-20.7% | $9,135-16.5% | $6,407+19.0% |
| Admin fee / account holder | $1,441 | $17,308-91.7% | $16,298-91.2% | $12,270-88.3% |